Twin Peaks Wealth Advisors, LLC Spdr Portfolio Transaction History

Twin Peaks Wealth Advisors, LLC

$309 Billion
Q2 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 27 shares of SPYG stock, worth $2,830. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,830

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$71.83 - $95.32 $1,939 - $2,573	27 New	27 $2.71 Million

Others Institutions Holding SPYG

# of Institutions

1,317

Shares Held

318M

Call Options Held

342K

Put Options Held

147K

Lpl Financial LLC Fort Mill, SC

37.9M
Shares

$3.97 Billion
1.27% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$2.02 Billion
3.67% of portfolio
Allworth Financial LP

11.3M
Shares

$1.19 Billion
5.37% of portfolio
Envestnet Asset Management Inc

10.2M
Shares

$1.07 Billion
0.3% of portfolio
Ameriprise Financial Inc Minneapolis, MN

9.85M
Shares

$1.03 Billion
0.24% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

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Twin Peaks Wealth Advisors, LLC Spdr Portfolio Transaction History